Venue: DIYInsurance office, 38 Duxton Hill, Singapore 089616
Date: 22 September 2015, Tuesday
Time: 7:00 – 9:30pm (Registration starts at 6:30pm)
Nearest MRT station: Tanjong Pagar MRT station
Nearest Carpark: Craig Place Carpark
Mr. Christopher Tan (Chief Executive Officer) has close to two decades of experience in the wealth management and financial planning industry. A Certified Financial Planner™ (CFP®) and a member of the Financial Planning Association of Singapore (FPAS), Christopher also sits on the management committee of Securities Investors Association of Singapore (SIAS). He is often quoted in publications for his expert opinion on financial matters. Christopher has also spoken on financial planning issues to hundreds of entities, both local and overseas, including at the CFA Institute Annual Conference held in Singapore. In 2014, he was appointed by the Singapore Government to be part of the CPF Advisory Panel. Christopher received his Bachelor of Financial Services Degree with Honours from the National University of Ireland. He also holds a Master of Business Administration (MBA) from University of Warwick, which has one of the top business schools in the world.
Mr. Eddy Cheong (Head of Financial Planning) is responsible for overseeing the crafting of financial planning solutions for clients. He is a Certified Financial Planner™ (CFP®) and member of the Financial Planning Association of Singapore (FPAS). He was a Certified Public Accountant (CPA) and member of the Institute of Certified Public Accountants (ICPAS) from 1997-2012. Eddy brings with him 14 years in the financial planning industry, prior to which he spent two years as Finance Manager in a public-listed company and three years in a local accounting firm. In 2012, he developed the proprietary RetireWell, a pioneer financial planning model that addresses the unique risks retirees face and provides a strategy for creating safe income streams. Eddy is often sought for his expert opinion by the media. He co-authored the “Singapore Master Financial Planning Guide” and holds a Bachelor of Accountancy Degree from Nanyang Technological University.
Kyith is the Owner and Sole Writer behind Investment Moats. Readers tune in to Investment Moats to learn and build stronger, firmer wealth foundations, how to have a Passive investment strategy, know more about investing in REITs and the nuts and bolts of Active Investing.
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Kyith worked as an IT operations engineer from 2004 to 2019. Currently, he works as a Senior Solutions Specialist in Insurance Start-up Havend. All opinions on Investment Moats are his own and does not represent the views of Providend.
His investment broker of choice is Interactive Brokers, which allows him to invest in securities from different exchanges all over the world, at very low commission rates, without custodian fees, near spot currency rates.